HTGC Hercules Capital, Inc.
Hercules Capital, Inc. (HTGC) Institutional Ownership
What the institutions did with HTGC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| VAN ECK ASSOCIATES CORP | 3.9M | 7.1% |
| Sound Income Strategies, LLC | 3.7M | 6.8% |
| CITADEL ADVISORS LLC | 2.9M | 5.4% |
| UBS Group AG | 2.6M | 4.9% |
| Pandowealth. LLC | 2.5M | 4.6% |
| TWO SIGMA INVESTMENTS, LP | 2.3M | 4.2% |
| LPL Financial LLC | 1.9M | 3.4% |
| MORGAN STANLEY | 1.8M | 3.3% |
| Legal & General Group Plc | 1.7M | 3.1% |
| FRANKLIN RESOURCES INC | 1.4M | 2.5% |
| D. E. Shaw & Co., Inc. | 1.4M | 2.5% |
| Muzinich & Co., Inc. | 1.4M | 2.5% |
| Sumitomo Mitsui Trust Group, Inc. | 1.0M | 1.9% |
| TECTONIC ADVISORS LLC | 1.0M | 1.9% |
| BlackRock, Inc. | 924.1K | 1.7% |
| Advisors Capital Management, LLC | 919.5K | 1.7% |
| JPMORGAN CHASE & CO | 837.6K | 1.5% |
| ARES MANAGEMENT LLC | 776.6K | 1.4% |
| WELLS FARGO & COMPANY/MN | 735.4K | 1.4% |
| Qube Research & Technologies Ltd | 694.3K | 1.3% |
| Gilman Hill Asset Management, LLC | 646.7K | 1.2% |
| HRT FINANCIAL LP | 613.0K | 1.1% |
| Border to Coast Pensions Partnership Ltd | 600.0K | 1.1% |
| Melia Wealth LLC | 553.9K | 1.0% |
| RAYMOND JAMES FINANCIAL INC | 532.1K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CITADEL ADVISORS LLC | Increased | 815.4K | 2.9M | +2.1M |
| Qube Research & Technologies Ltd | Reduced | 2.2M | 694.3K | -1.5M |
| MILLENNIUM MANAGEMENT LLC | Reduced | 985.2K | 64.2K | -921.0K |
| VAN ECK ASSOCIATES CORP | Increased | 3.2M | 3.9M | +713.7K |
| MORGAN STANLEY | Increased | 1.3M | 1.8M | +547.9K |
| Trexquant Investment LP | Reduced | 470.5K | 92.9K | -377.6K |
| Engineers Gate Manager LP | Reduced | 392.0K | 38.4K | -353.6K |
| Janney Montgomery Scott LLC | New | 0 | 329.1K | +329.1K |
| Sound Income Strategies, LLC | Increased | 3.4M | 3.7M | +285.5K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | 301.2K | 21.9K | -279.3K |
| FRANKLIN RESOURCES INC | Increased | 1.1M | 1.4M | +248.4K |
| Melia Wealth LLC | Reduced | 799.7K | 553.9K | -245.8K |
| Legal & General Group Plc | Increased | 1.5M | 1.7M | +182.7K |
| D. E. Shaw & Co., Inc. | Reduced | 1.5M | 1.4M | -175.5K |
| Jump Financial, LLC | Reduced | 196.3K | 29.6K | -166.7K |
| Cambridge Investment Research Advisors, Inc. | Increased | 157.1K | 312.4K | +155.3K |
| UBS Group AG | Increased | 2.5M | 2.6M | +151.8K |
| Ilex Capital Partners (UK) LLP | New | 0 | 145.8K | +145.8K |
| Rare Wolf Capital LLC | Sold Out | 130.8K | 0 | -130.8K |
| Border to Coast Pensions Partnership Ltd | Increased | 475.0K | 600.0K | +125.0K |
| Elemental Capital Partners LLC | New | 0 | 120.7K | +120.7K |
| GOLDMAN SACHS GROUP INC | Reduced | 384.4K | 264.2K | -120.1K |
| HRT FINANCIAL LP | Increased | 495.3K | 613.0K | +117.7K |
| TECTONIC ADVISORS LLC | Increased | 893.1K | 1.0M | +113.3K |
| OCCUDO QUANTITATIVE STRATEGIES LP | New | 0 | 112.0K | +112.0K |
| Lansforsakringar Fondforvaltning AB (publ) | Sold Out | 106.9K | 0 | -106.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 442.6K | 338.3K | -104.3K |
| OSAIC HOLDINGS, INC. | Increased | 100.3K | 190.5K | +90.3K |
| Summit Financial, LLC | Increased | 40.3K | 121.2K | +80.9K |
| Balyasny Asset Management L.P. | Increased | 151.9K | 232.7K | +80.8K |
| BARCLAYS PLC | Reduced | 240.3K | 162.9K | -77.4K |
| Jefferies Financial Group Inc. | Reduced | 92.2K | 16.9K | -75.3K |
| BlackRock, Inc. | Increased | 855.1K | 924.1K | +69.1K |
| Abundance Wealth Counselors | Increased | 62.1K | 127.9K | +65.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Reduced | 124.7K | 60.1K | -64.6K |
| Advisors Capital Management, LLC | Increased | 856.2K | 919.5K | +63.3K |
| LPL Financial LLC | Increased | 1.8M | 1.9M | +61.6K |
| DNB Asset Management AS | Sold Out | 59.8K | 0 | -59.8K |
| Brevan Howard Capital Management LP | Reduced | 122.1K | 62.9K | -59.2K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 2.3M | 2.3M | -59.0K |
| GROUP ONE TRADING LLC | Reduced | 101.9K | 43.1K | -58.8K |
| J.W. COLE ADVISORS, INC. | New | 0 | 57.9K | +57.9K |
| RAYMOND JAMES FINANCIAL INC | Increased | 476.6K | 532.1K | +55.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | Increased | 84.3K | 139.5K | +55.1K |
| XTX Topco Ltd | Reduced | 108.0K | 55.7K | -52.3K |
| Campbell & CO Investment Adviser LLC | Sold Out | 51.4K | 0 | -51.4K |
| CAPSTONE INVESTMENT ADVISORS, LLC | New | 0 | 49.4K | +49.4K |
| MANGROVE PARTNERS IM, LLC | New | 0 | 47.1K | +47.1K |
| AMERIPRISE FINANCIAL INC | Increased | 438.1K | 485.2K | +47.1K |
| RESOLUTE CAPITAL, LLC | Increased | 76.8K | 123.7K | +46.9K |
| Autumn Glory Partners, LLC | Sold Out | 45.0K | 0 | -45.0K |
| CANTOR FITZGERALD, L. P. | Increased | 18.0K | 60.1K | +42.1K |
| JPMORGAN CHASE & CO | Reduced | 878.6K | 837.6K | -41.0K |
| NORTHERN TRUST CORP | Increased | 86.2K | 127.1K | +40.9K |
| Fieldview Capital Management, LLC | Sold Out | 40.4K | 0 | -40.4K |
| Aquatic Capital Management LLC | Sold Out | 39.5K | 0 | -39.5K |
| STATE STREET CORP | Increased | 223.2K | 262.5K | +39.3K |
| ROYAL BANK OF CANADA | Reduced | 496.4K | 460.5K | -35.9K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 44.4K | 79.3K | +35.0K |
| QUADRANT CAPITAL GROUP LLC | Increased | 3.4K | 38.1K | +34.7K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.